Geometric Wealth Advisors American Centy ETF Tr Avantis Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 51,279 shares of AVUS stock, worth $4.95 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
51,279
Previous 49,562
3.46%
Holding current value
$4.95 Million
Previous $4.47 Million
9.17%
% of portfolio
0.94%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$300 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$218 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$164 Million0.05% of portfolio